LWS Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.39M | Sell |
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|
2023
Q3 | $2.15M | Sell |
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|
2023
Q2 | $2.26M | Sell |
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|
2023
Q1 | $2.68M | Sell |
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|
2022
Q4 | $2.83M | Buy |
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|
2022
Q3 | $1.72M | Sell |
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|
2022
Q2 | $2.33M | Buy |
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|
2022
Q1 | $2.27M | Buy |
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|
2021
Q4 | $1.34M | Sell |
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|
2021
Q3 | $1.22M | Sell |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $1.11M | Sell |
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|
2020
Q4 | $1.07M | Buy |
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|
2020
Q3 | $843K | Sell |
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|
2020
Q2 | $836K | Sell |
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|
2020
Q1 | $803K | Sell |
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|
2019
Q4 | $1.12M | Buy |
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